-75.2%
PATH vs NVS
+134.2%
-209.4%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.3% |
| 7D | +2.1% | -1.3% | +3.3% | +2.3% |
| 30D | +1.6% | +9.3% | -7.7% | -0.1% |
| 3M | -20.4% | +5.8% | -26.2% | -21.2% |
| 6M | +40.1% | +7.2% | +32.9% | +38.2% |
| YTD | -19.0% | +20.0% | -39.0% | -23.2% |
| 1Y | -5.8% | +25.4% | -31.2% | -12.0% |
| 3Y | -22.9% | +89.2% | -112.1% | -39.0% |
| All | -75.2% | +134.2% | -209.4% | -81.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded NVS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling